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Calling an activity or automation from a process

Updated on May 11, 2022

Perform processing that does not require human interaction by calling an activity or automation from a process. As a result, you can create simpler, more efficient processes that have fewer shapes.

For example, an insurance company is required to upload submitted insurance claims to a government registry of motor vehicles. As part of the claim registration process, the application developer uses the Utility shape to call an activity or automation that uploads the submitted claim.

Before you begin: Create a utility activity or automation that you want to call in your case life cycle. For more information, see Creating an automation and Creating an activity.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
  2. In the Life cycle section, hover over a stage, and then click Configure process.
  3. On the Workflow tab, click Open process in Dev Studio.
  4. On the Diagram tab, click the Flow shapes icon, and then click Utility.
  5. Drag the Utility shape to a position on the flow diagram, based on the order of events in the flow.
  6. Connect the Utility shape by dragging connector end points to connection points on different shapes in the process.
    Utility shape in a flow
    A flow with the Utility shape.
  7. Double-click the Utility shape to open the property pane.
  8. In the Select type of rule field, select the type of rule.
  9. Complete the following fields based on the type of rule that you are using:
    ChoicesActions
    Run an activity rule

    For more information, see Creating an activity.

    1. In the Automation details section, click Activity.
    2. In the Rule field, press the Down arrow key, and then select an activity of the Utility type.
    3. If the activity supports input parameters, in the additional fields, enter the values of the parameters that you want to set.
      For example: In an activity that runs a decision data flow, in the DataFlow field, enter the name of the data flow, such as pzOfferFlow, as shown in the following figure:
      Example data flow parameter for an activity that runs a decision data flow
      The parameters section of an activity with an example pzOfferFlow flow.
    Run an automation rule

    For more information, see Automations.

    1. In the Automation details section, click Automation.
    2. In the Resource field, select the type of automation that you want to use.
    3. In the Name field, select the automation to use.
    4. If the automation supports input parameters, in the additional fields, enter the values of the parameters that you want to set.
      For example: In an automation that moves the case to a specific stage, in the CaseID field, enter the name of a case, such as JobApplication, and in the StageID field, enter the name of a stage, as shown in the following figure:
      Example case and stage parameters for an automation that moves a case to a different stage
      The parameters section of an automation with an example case ID and stage ID.
  10. Click Submit.
  11. Click Save.

Related articles

Flow shapesIntegrating a case with an external resource

Tags

Pega Platform 8.7 Case Management

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